| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 3,395 | $336,344.19 | $333,541.77 | -$2,802.42 | -0.83% |
Candace Cavalier Congress Wealth Management LLC / DE / | 172,567 | $16.68M | $16.95M | $270,779.57 | 1.62% |
Barry Oliver Capital Performance Advisors LLP | 379,390 | $37.69M | $37.28M | -$419,957.79 | -1.11% |
Laurel Mason Passaic Partners LLC | 346,733 | $34.42M | $34.06M | -$355,401.33 | -1.03% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 31,050 | $3.08M | $3.05M | -$29,536.36 | -0.96% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 86,357 | $8.55M | $8.48M | -$67,380.73 | -0.79% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 44,298 | $4.43M | $4.35M | -$78,390.33 | -1.77% |
Kristie R. Furseth Bowman & Co S.C. | 87,965 | $8.46M | $8.64M | $177,850.59 | 2.1% |
| SP Shaun Peterson Peterson Wealth Services | 6,204 | $618,618.87 | $609,542.38 | -$9,076.49 | -1.47% |
| SS Seth Scher Matrix Private Capital Group LLC | 1,744 | $173,126.88 | $171,347.83 | -$1,779.05 | -1.03% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 2,379 | $265,122.5 | $233,736.51 | -$31,385.99 | -11.84% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 600 | $59,562 | $58,949.94 | -$612.06 | -1.03% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 6,281 | $611,190.26 | $617,107.62 | $5,917.36 | 0.97% |
| NZ Nabeed Zaman Eagle Strategies LLC | 142,709 | $14.09M | $14.01M | -$78,729.82 | -0.56% |
Caitlin Garner SC&H Financial Advisors Inc. | 33,616 | $3.39M | $3.3M | -$87,241.96 | -2.57% |
April Lamb Sovereign Investment Advisors LLC | 69,618 | $7.68M | $6.84M | -$839,584.94 | -10.93% |
Amir Ali Monsefi Aire Advisors LLC | 2,995 | $297,313.65 | $294,123.97 | -$3,189.68 | -1.07% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 2,967 | $299,762.57 | $291,374.23 | -$8,388.34 | -2.8% |
Katherine Saltonstall Sandy Cove Advisors LLC | 121,827 | $12.08M | $11.96M | -$113,688.78 | -0.94% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,881 | $188,645.25 | $184,723.6 | -$3,921.65 | -2.08% |